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Medallion Wealth Advisors’s Diageo DEO Stock Holding History

Medallion Wealth Advisors’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.6K Sell
231
-165
-42% -$13.3K 0.01% 647
2026
Q1 		$29.5K Hold
396
– – 0.01% 580
2025
Q4 		$34.2K Buy
396
+56
+16% +$5.16K 0.01% 535
2025
Q3 		$32.4K Hold
340
– – 0.01% 545
2025
Q2 		$34.6K Hold
340
– – 0.01% 531
2025
Q1 		$35.6K Hold
340
– – 0.02% 479
2024
Q4 		$38.2K Buy
+340
New +$43.3K 0.02% 455

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Medallion Wealth Advisors's DEO Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Diageo (DEO) stake by 42% in Q2 2026, selling an estimated $13.3K and leaving 231 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #647.

Medallion Wealth Advisors first reported a position in DEO in Q4 2024 and has held it in 7 quarters since. The position peaked at $38.2K in Q4 2024. 724 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Medallion Wealth Advisors held 231 shares of Diageo worth $18.6K as of Q2 2026.
  • Medallion Wealth Advisors sold 165 Diageo shares in Q2 2026, an estimated $13.3K.
  • Diageo made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #647 holding.
  • Medallion Wealth Advisors first reported a position in Diageo in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Diageo position peaked at $38.2K in Q4 2024.
  • 724 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.